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1 week ago | 
ioandc.com | Duncan Hughes |Penny Pryor
Family offices are expected to help drive a four-fold global growth in the use of evergreen funds investing in private equity and credit to nearly $AU65 trillion over the next decade, according to Hamilton Lane, a US-based alternative investment company with about $AU1.6 trillion under management and supervision.
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1 month ago | 
ioandc.com | Duncan Hughes |Penny Pryor
This paper presents new evidence on how employees respond to tax incentives for retirement saving. Using administrative data from a large retirement plan administrator in France, we examine the voluntary saving choices of approximately 1.4 million workers before and after the implementation of the 2019 Loi Pacte, a reform that introduced tax-deductible voluntary contributions into employer-sponsored retirement plans.
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1 month ago | 
ioandc.com | Duncan Hughes |Penny Pryor |Nicholas Way
Family offices, which are estimated to have more than $500 billion in funds under management, fear they are “falling behind” in their capacity to analyse the complex data needed to make critical investment and accounting decisions. Managers and advisers claim there are problems collating and disseminating timely data because assets are often held in various structures, such as private companies and trusts, and managed by several fund managers.
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1 month ago | 
ioandc.com | Penny Pryor |David Chaplin |Giselle Roux
The ratings house is pinning its growth strategy on a revamped methodology that increases the emphasis on governance to 25 per cent – a timely move considering APRA’s proposed reforms.
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1 month ago | 
thegoldentimes.com.au | Penny Pryor |Duncan Hughes |Nicholas Way
One of the highlights of being retired is supposed to be all the travel you now have time for. Unfortunately, one of the things that may be essential to travel – insurance – typically does not get cheaper with age. If you have a pre-existing medical condition/s, the quest for insurance becomes even harder. “It is an interesting and challenging dilemma,” chief executive officer of Insured Nomads, Andrew Jernigan, tells The Golden Times.
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Dec 10, 2024 | 
superguide.com.au | Penny Pryor
At long last, SMSF members can now exit legacy pensions after proposed changes were given royal assent. The Treasury Laws Amendment (Legacy Retirement Product Commutations and Reserves) Regulations 2024 were approved by the Governor General on 5 December. From 7 December, legacy pension holders have five years within which to commute a lifetime, life expectancy and market-linked income stream started before 20 September 2007.
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Dec 5, 2024 | 
anziif.com | Penny Pryor
ANZIIF is the leading membership, training and professional development organisation for the insurance and finance industry in the Asia-Pacific region. We partner with a broad range of organisations and government to provide services that support professional excellence. We help enhance standards and improve community understanding of insurance and finance.
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Dec 3, 2024 | 
thegoldentimes.com.au | Jamie Nemtsas |Anthony Asher |Penny Pryor
It’s been tough year for the giant supermarkets – just ask Woolworths (ASX:WOW) that has witnessed its share price dip 13.8 per cent over the past year while the bellwether S&P/ASX 200 index has increased 19.5 per cent over the same period. While the most visible signs of the pressures on Woolworths’ share price have been of a regulatory and political nature fuelled by consumer angst over high prices during a cost-of-living crisis, they are far from the only reasons.
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Dec 3, 2024 | 
thegoldentimes.com.au | James Dunn |Anthony Asher |Penny Pryor
It is well-known history that courtesy of former Treasurer Peter Costello, fully franked dividends paid by listed companies are refunded partially for 15 per cent taxpayers (SMSFs in the accumulation phase) and fully for people paying no tax (SMSFs in the pension phase). Particularly in the latter situation, the fact that the franked dividends are refunded fully by the ATO results in effective grossed-up yields that are much higher in the recipients’ hands than the nominal dividend yield.
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Dec 3, 2024 | 
thegoldentimes.com.au | Jamie Nemtsas |Anthony Asher |Penny Pryor
Now that you’re retired, it’s time to start a new hobby. Whether you’re a seasoned artist or a complete novice, exploring different art forms can be an incredibly rewarding new skill to learn and a wonderful way to discover a different side of yourself. Best of all, most art forms are surprisingly easy to begin. The first rule is to understand what you want to achieve. Before diving into any specific art form, it’s essential to understand what drives your creative impulse.
